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Portfolio (Quarterly) Guide ↗

CAP Partners, LLC

· CIK 0002006870
13F Portfolio $176M AUM 143 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 68 Added 36 Reduced 11 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COIN COINBASE GLOBAL INC Financial Services 6,169.0 $1.4M 0.79% +152.0 +2.5% $226.14 -14.4%
22 SGOV ISHARES TR 13,478.0 $1.4M 0.77% +1K +8.4% $100.38 +0.2%
23 J P MORGAN EXCHANGE TRADED F 23,321.0 $1.2M 0.67% +2K +7.3% $50.59
24 GRNY TIDAL TRUST I 47,364.0 $1.2M 0.67% +2K +5.2% $24.76 +8.5%
25 DIVI FRANKLIN TEMPLETON ETF TR 29,655.0 $1.2M 0.65% +8K +34.5% $38.89 +10.7%
26 SPTL SPDR SERIES TRUST 37,127.0 $983K 0.56% +2K +4.7% $26.47 -3.2%
27 XAIX DBX ETF TR 22,065.0 $947K 0.54% +3K +16.6% $42.90 +25.9%
28 USHY ISHARES TR 24,879.0 $930K 0.53% +400.0 +1.6% $37.39 -1.1%
29 USIG ISHARES TR 17,935.0 $928K 0.53% +2K +9.6% $51.77 -1.6%
30 SPMO INVESCO EXCH TRADED FD TR II 7,323.0 $874K 0.49% +245.0 +3.5% $119.32 +21.3%
31 AVEE AMERICAN CENTY ETF TR 13,771.0 $859K 0.49% +249.0 +1.8% $62.41 +11.8%
32 FLXR TCW ETF TRUST 21,520.0 $852K 0.48% +755.0 +3.6% $39.60 -1.2%
33 WMT WALMART INC Consumer Defensive 6,591.0 $734K 0.42% +370.0 +6.0% $111.41 +17.5%
34 GOOGL ALPHABET INC Communication Services 2,338.0 $732K 0.41% +60.0 +2.6% $312.95 +23.9%
35 GPIQ GOLDMAN SACHS ETF TR 13,767.0 $728K 0.41% +5K +65.3% $52.87 +9.5%
36 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,730.0 $632K 0.36% +263.0 +2.1% $49.65 -11.4%
37 QQQH NEOS ETF TRUST 11,306.0 $614K 0.35% +57.0 +0.5% $54.30 +2.9%
38 OKE ONEOK INC NEW Energy 8,316.0 $611K 0.35% +151.0 +1.9% $73.50 +26.0%
39 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 19,546.0 $610K 0.35% +153.0 +0.8% $31.22 +6.7%
40 CGMS CAPITAL GRP FIXED INCM ETF T 21,406.0 $591K 0.34% +928.0 +4.5% $27.62 -0.7%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Consumer Cyclical 27.0%
Financial Services 13.8%
Communication Services 8.2%
Consumer Defensive 3.8%
Energy 2.8%
Industrials 2.5%
Healthcare 0.9%
Real Estate 0.9%
Utilities 0.4%